Odoo for Sales & CRM
20 hours
Overview
The course is designed to streamline customer interactions, automate repetitive sales tasks and boost revenue using integrated tools. The core objective is to move from manual processes to an automated, data driven approach.
By the end of this course, participants will be able to ;
- Effectively structure a sales operation. - Increase commercial effectiveness and shorten the sales cycle. - Analyze the sales funnel to produce accurate forecasts.
20 Hours
- CRM pipeline and lead management
- Opportunities tracking and stages
- Customer segmentation
- Sales quotations and order management
- Pricing, discounts, and promotions
- Sales workflows and approvals
- Invoicing integration
- Sales forecasting and targets
- Customer communication and activities
- Reporting and sales analysis